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I set up several of my customers for automatic payment. For a few of them, the payments were made for a month or two, but then they stopped and now the credit card info is no longer stored in their customer record. I don't believe that these cards have expired. Why does this happen? My customers expect the payments to occur automatically, and …NSIKathie 1 view 1 comment 0 points Most recent by JulianP February 19, 2021 7:07PMSales & Invoicing Technical Support
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If there is a dispute on whether an estimate or invoice was edited after an agreement was made is there a way to view the edit history to satisfy or show to the customer? Or should we encourage customers to save the pdf immediately when the estimate is agreed upon?
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I'm having difficulty connecting my new Edward Jones investment account using Plaid. There are multiple entries for Edward Jones, but none of them seem to work. I put in my EJ username and password, but keep getting a wrong credentials response. Has anyone successfully integrated an EJ account? I just want to track transactions.cb9000 163 views 2 comments 0 points Most recent by JulianP February 19, 2021 3:46PMAPI & Integrations Technical Support
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I'm trying to import transactions (26 line items) but am prompted that there might be duplicate transactions due to a date overlap. Why doesn't Wave just tell me which line items are possible duplicates instead of being vague about the whole thing and sending me on a quest? Also, the latest current entry in Wave for the account in question is…motorambler 31 views 7 comments 0 points Most recent by motorambler February 19, 2021 4:35AMAccounting Technical Support
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Is there a way to get the total amount of money invoiced for a specific date range? Sometimes I need to enter a range of dates (January 25-Feb 5 for example) and see the total amount I invoiced my customers for during that time. I know how to bring up all the invoices for a date range but I end up having to go through the list and manually add u…RyanMcCarthy 41 views 5 comments 0 points Most recent by KiahD February 18, 2021 9:12PMSales & Invoicing Feature Ideas
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I need to find a receipt which is somewhere in the 40+ pages of receipts in my account. I don't know the date of the receipt (this is what I need to find out!) so I need to search by Merchant. How can I do this?ThreeByOne 1 view 1 comment 0 points Most recent by KiahD February 18, 2021 8:50PMAccounting Technical Support
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I just setup my business on Wave and the business operates a rental property. I connected my business bank account and imported transactions. I'm categorizing said transactions, but I'm stuck on the mortgage expense. A rental mortgage isn't considered operating income (at least for the purposes of calculating NOI) and I can't seem to find a good c…daneb 102 views 1 comment 0 points Most recent by KiahD February 18, 2021 8:32PMAccounting Technical Support
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Hi, We are acting as a payment collection agent and get the suppliers sell to the customers. So, there is a manufacturer, final payer and my company as an agent. how we do, Let's say my customer orders some goods through my service. The total amount to be paid is $1000. The actual invoice created by the manufacturer to the final payer. I colle…
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I'm tracking my business checking, savings and credit card accounts. All business purchases are done on credit card. How do I account for the payment to the card from my checking account? I've accounted for all the transactions on the credit card as expenses and it doesn't seem like paying that card is then an actual additional expense but money i…PeacefulMichael 21 views 2 comments 0 points Most recent by PeacefulMichael February 18, 2021 4:23PMAccounting Technical Support
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I send the same email message to all my customers when sending them my invoice. Is there any way to have a standard message for all outgoing emails. Also my emailed invoices all go to two email addresses. How can i add a second email address to all outgoing emails?Mowerman 102 views 7 comments 2 points Most recent by shancapps February 18, 2021 3:40PMSales & Invoicing Feature Ideas
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CREDIT MEMO - When will WAVE offer a CREDIT MEMO function. A business should be able to give a client a credit, but have it itemized so the client/customer is aware they got something of value, compliments of the business. For now, if you issue a CREDIT MEMO as an ITEM in an Invoice, with a negative figure, say, -$40.00, the invoice will process…Film35HD 3.4K views 18 comments 2 points Most recent by Steve_FieldstoneHOA February 18, 2021 2:18PMAccounting Feature Ideas
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How do your record a bill payment when you automatically download your bank transactions. If you "pay bill", then you have two payments in your bank - one from the bill payment and another with the downloaded bank transaction. Is there a way to clear the payable with the entry from the bank download? Or do you have to do a bill payme…Deb2021 11 views 2 comments 0 points Most recent by Deb2021 February 17, 2021 11:15PMAccounting Technical Support
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Hey all! When I forward (or upload) a bill, Wave creates an expense. Is there a way to create a bill instead? Thanks! Bryceohio_bryce 21 views 3 comments 0 points Most recent by KristenV February 17, 2021 9:33PMAccounting Feature Ideas
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I like the Checkouts idea and how it makes it easy to use but is there an option to pay by bank account?Moonis 1 view 1 comment 0 points Most recent by KristenV February 17, 2021 8:40PMSales & Invoicing Feature Ideas
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If there is a dispute on whether an estimate or invoice was edited after an agreement was made is there a way to view the edit history to satisfy or show to the customer? Or should we encourage customers to save the pdf immediately when the estimate is agreed upon?Chipfo 51 views 2 comments 0 points Most recent by Chipfo February 17, 2021 8:29PMSales & Invoicing Feature Ideas
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I recently encountered two issues and having trouble resolving - 1. Created new item in "other Income" account, but isn't present/available as line item on invoice. This was working fine previously. Any solutions? 2. As a remedy to the previous issue, I created a new income item on the invoice from the invoice page. After saving, send…APtheDoP 1 view 1 comment 0 points Most recent by KristenV February 17, 2021 7:24PMSales & Invoicing Technical Support
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So, I've been "using" Wave for several years to do invoices and get payments, but not much more. Every time I try to ... anything, I seem to get stuck in a loop of really unintelligible accounting operations that make no sense to me, like the one below. Why do I have 3 of the same ? I really don't know what to do with these transactions…RoKa 11 views 1 comment 0 points Most recent by AlexL February 17, 2021 3:59PMAccounting Technical Support
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I already have an invoice I want to use. Can I import this invoice instead of using one of the three templates offered? If so, how?Domsr59 1 view 1 comment 0 points Most recent by AlexL February 17, 2021 3:55PMSales & Invoicing Technical Support
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I just had my second client pay with a credit card (not amex) and the fee was 6% not the stated fee.cmfweb 21 views 1 comment 0 points Most recent by AlexL February 17, 2021 3:54PMSales & Invoicing Technical Support
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[Canada] COVID-19 Canada Emergency Wage SubsidyThe Canada Emergency Wage Subsidy was proposed by the Government of Canada to help eligible employers during the COVID-19 outbreak keep employees on payroll and will be retroactive to March 15, 202... Read the full story hereSystem 461 views 2 comments 0 points Most recent by NancyC February 17, 2021 3:49PMHelp Center Discussion
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Hope I've found the correct place to ask this question. I recently had the situation where an invoice had been sent, but the customer had not received it. Upon investigation, I found the email address had been entered incorrectly and had "bounced", however I had no notification this had happened. How do I check that an emailed invoice ha…Canterness 21 views 5 comments 0 points Most recent by NancyC February 17, 2021 3:41PMSales & Invoicing Technical Support
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Hello all! I know we don't give Accounting advice here but I thought I'd just try this specific question that doesn't seem to be answered by the PPP article published by Wave. I have established the Account, and have expenses (Rent, Owner Draws) that I have used the PPP Loan for. When those expenses are used, the Category changes from the Exp…awllc 11 views 1 comment 0 points Most recent by awllc February 17, 2021 3:32PMAccounting Technical Support
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Hi guys, we are currently trying to download our customer & invoicing data etc to transfer to a new invoicing plat form, I’ve connected wave to the google documents and when I start to down load my customers (almost 3000) it gets to around 2400 then stops and doesn’t transfer the information. Can anyone help I at wits end trying to get this do…Robertmca123 11 views 5 comments 0 points Most recent by AlexL February 17, 2021 3:30PMAccount Settings Technical Support
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I am looking at using Wave from now on. But the one problem I encountered with another booking site, was that I receive payments and would mark them as paid, then I would have a large deposit in my account. But when the bank records were uploaded, there was no way for me to correctly match the payments to the deposit, creating double entry and mak…ADL 1 view 1 comment 0 points Most recent by NancyC February 17, 2021 3:26PMAccounting Technical Support
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I have to document a donation we are giving a charity. We have decided to donate a website design template to them but we have to document the price for the template for tax purposes but in a wave, I see nowhere to document or create a credit note.hurdvontae 11 views 3 comments 0 points Most recent by NancyC February 17, 2021 3:18PMSales & Invoicing Technical Support
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Is it possible to auto send statement to clients every month to see all unpaid invoiceMakeneta 101 views 4 comments 2 points Most recent by Kristin_G February 17, 2021 8:47AMSales & Invoicing Technical Support
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My company has multiple employees who use company credit cards. How can I set them up so individual employees can upload receipts with their phones without being primary users. I do not want them to have access to the account.VV_Admin 73 views 1 comment 0 points Most recent by NancyC February 16, 2021 9:58PMMobile Technical Support
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I AM NOT FROM US OR CANADA!!!! How am i suppose to change my business address? I do business in South Africa NOT US???????????????????????????????????????????????????????????? So irritatingDetaillab 81 views 1 comment 0 points Most recent by AlexL February 16, 2021 9:38PMAccount Settings Technical Support
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Hi guys. My company recently purchased equity stake in another company. In order to facilite the purchase, I put private funds into the company - and used the funds to purchase shares of another (non listed) company. Those shares pay dividends. Do you know how I can accurately display this in the accounting?Michael_O 1.4K views 5 comments 1 point Most recent by NancyC February 16, 2021 9:37PMAccounting Technical Support
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Thanks for Waveapps to create such a wonderful app I have got a question in relate to this. I am an old user of Waveapps, and recently back into waveapps with its new interface. FINAL OUTPUT I want to import my "PAST OLD" square transactions to waveapps and reconcile / match it to the bank payments, without doubling the income and taxe…
